PID 1136


Trailer

Featuring Erik Mizell | 3 Minutes

The team from Foster Victor Wealth Advisors is excited to bring a refreshing perspective to the financial planning discussion.

E1: Reflect – Analyze – Decide

Featuring Ben Newman | 27 Minutes

In this episode, we spend time with Ben Newman from Continued Fight discussing how you can evaluate what happened in 2019 and how to set yourself up for an unbelievable 2020.

E2: Defining your Ring Fence

Featuring Faith Zane & Rob Victor | 33 Minutes

We discuss the benefits of planning, and hash out some of the common reasons that the topic gets avoided.

E3: Cracking the Code on Charitable Giving

Featuring Gordon & Lindley Mayer Gulledge | 29 Minutes

Join us to learn more about how you can significantly impact your community as we get a chance to talk with Lindley Mayer Gulledge and her husband Gordon.
Lindley shares her inspiration for starting her own foundation at a very young age after learning that her siblings would face challenges due to their disabilities.
We discuss the importance of getting involved at any level, and also dive into a few financial planning tips that may help enhance your impact in your community.

Learn More:
Lindley’s Alliance
Meyer Center
Special Olympics
Hands on Greenville
Dabo Swinney’s All In Foundation
Shock Dance Studio

E4: Aging in Place – Part 1 of 2

Featuring Courtney Bohman | 30 Minutes

In Part One of this two-part series, Senior Helpers owner Courtney Bohman talks with Erik about the importance of knowing your loved ones’ wishes regarding care and understanding the options available.

Learn More:

Senior Helpers Greenville
Sr Ship It

E5: Aging in Place – Part 2 of 2

Featuring Courtney Bohman | 28 Minutes

In Part Two of this series, Courtney Bohman and Erik discuss the ways to pay for in-home care and things to consider when making a plan.

Learn More:

Senior Helpers Greenville
Sr Ship It

Special Episode: Market Update

Featuring Rand Baughman | 29 Minutes

We realize that many of you have questions and are searching for information to understand the current state of the market. Our Chief Investment Officer, Rand Baughman, joins Erik to discuss this in an unscheduled episode.

They discuss the current and past trends of the stock market, along with giving insight on possible reactions you may be considering.

Charts Referenced:

1-year Returns of Stocks Source: BlackRock

Rolling Returns of Stocks Source: BlackRock

Annual Returns and Intra-year Declines Source: JP Morgan

Bear Markets and Subsequent Bull Runs Source: JP Morgan

E6: Coaching for the Win

Featuring Jason Donnelly & Rob Victor | 37 Minutes

The next episode of the Fostering Financial Victories podcast features Furman University’s Athletic Director Jason Donnelly and Foster Victor Principal & Furman Soccer alum Rob Victor.  They discuss the value of having a coach to help push you to achieve your goals and improve your day to day performance with host Erik Mizell.

Learn More:

Jason Donnelly, Furman University Athletics Director

E8: Pay the Man

Featuring McCreight King & Tim Moxie | 38 Minutes

In this episode, Erik is joined by Wealth Coach McCreight King and CPA Tim Moxie of Upstate Professional CPA Services to dive into a discussion around the current landscape of taxes. They talk through recent changes in the tax code as it pertains to the passage of the SECURE Act, along with changes made in response to the Coronavirus pandemic. Tim brings a wealth of knowledge that will be applicable to both the individual taxpayer and the small business owner.

Learn More:

Foster Victor Small Business Resources in Response to COVID-19

Coronavirus Tax Relief

Foster Victor SECURE Act Information

6 Things you should know about the SECURE Act

Tax Deadline Date Changes

Special Episode: CARES Act Stimulus Package

Featuring Rob Coleman & Chris Arthurs | 42 Minutes

In this unscheduled episode of Fostering Financial Victories, Erik is joined by CPA Chris Arthurs and Wealth Coach Rob Coleman to discuss the details surrounding the recent CARES Act that has been passed to provide relief related to the Coronavirus pandemic. They dive into the details on how this will provide help for both the Small Business Owner and the individual taxpayer.

Learn More:

Foster Victor Small Business Resources in Response to COVID-19

Coronavirus Tax Relief

Arthurs and Company CPA

E9: Real Estate? Tell me Mort-gage

Featuring Caleb LeGrand & Garrett Hyer | 37 Minutes

Erik is joined today by Greenville mortgage expert Caleb LeGrand and Wealth Coach Garrett Hyer to discuss some of the “must know topics” of real estate.  For most people, buying a home will be the single largest purchase you may ever make, so we want to be sure that you don’t walk into it blindly.  Caleb brings a wealth of knowledge about navigating mortgage decisions and helps make what can be an intimidating process a success.

Learn More:

The Caleb LeGrand Team

E10: Marriage & Money – Part 1

Featuring Stacy & Rand Baughman | 38 Minutes

This is the one you don’t want to miss.  Joined by Stacy and Rand Baughman, Erik brings up what could be the most controversial topic for married couples besides talking about religion or politics.  Today, we get insight from Stacy and Rand about tips they have found to be helpful in reaching common ground on how to manage household finances.  It doesn’t always have to end with someone being upset about “the talk.”

E11: Marriage & Money – Part 2

Featuring Frank & JoEllen De Luca | 29 Minutes

As a follow up to the last episode, Erik is joined by JoEllen & Frank DeLuca to continue the conversation on why money is so hard for couples to discuss. Today, we get insight from JoEllen & Frank about tips they have found helpful in over 30 years of marriage to establish common ground on how to manage household finances.

E12: I Got Bills, They’re Multiplying – Budgeting & Building Credit as a Young Professional

Featuring Shannon Dermody | 28 Minutes

In this episode, Erik is joined by Foster Victor’s Operations & Compliance Analyst Shannon Dermody to talk about learning to manage your money as you begin navigating the professional world. They discuss strategies to get your budget under control faster than greased lightning, how to plan for saving and building credit, and why all of this is important.

E13: If I Could Turn Back Time… What would I do differently?

Featuring Dr. Bill Craig | 34 Minutes

What do you wish you knew 35 years ago about managing your finances?

In today’s episode of Fostering Financial Victories, Erik is joined by retired Greenville physician Bill Craig to talk about what Bill would have done differently with his finances if he had had a crystal ball 35 years ago, how he handled planning for the future, and mistakes he’s made along the way.

E14: Halftime is Over

Featuring Paul Foster | 20 Minutes

What can you do to create momentum to finish the year out strong and achieve your 2020 goals? As a follow up to our very first episode featuring Ben Newman, FVWA Principal Paul Foster joins Erik to discuss staying positive about the opportunities still available this year.

E15: Business as Usual – What does that mean now?

Featuring Rob Victor & Josh Newton | 30 Minutes

In our latest episode, Erik is joined by Rob Victor and local business owner Josh Newton of Freedom Interiors, Inc to discuss the impact of the last several months on small businesses. Change can be hard, especially in a business setting. Josh & Rob talk about the need to be flexible and what they have learned from the business decisions they have made this year in a rapidly changing environment.

E16: Children are a Ble$$ing

Featuring Michelle & David Seaver | 38 Minutes

The latest episode of Fostering Financial Victories looks at how children can impact your financial plan.  Guests Michelle & David Seaver talk with Erik & McCreight about how they planned for new expenses and balanced short term spending with education planning.

E17: A New Season: Medicare Open Enrollment

Featuring Erica Rector | 28 Minutes

The change in seasons doesn’t just mean football, bonfires, and sweater weather. October 15th kicks off open enrollment for Medicare, which means if you need to make changes to your health insurance the next few months are very important. In our latest podcast episode, Erik is joined by Erica Rector of Farm Bureau Insurance to clarify the ins and outs of Medicare and discuss the details you need to know to successfully navigate the decision making process.

E18: Everything Old is New Again

Featuring Kylie Felker & Jenny Hagadorn | 30 Minutes

This summer we moved to our new permanent home in the historic Hayne School building on Toy Street.  In the latest Fostering Financial Victories episode, Jenny Hagadorn talks with Erik about the history of the building, and Kylie Felker explains how she tackled the massive project of coordinating a total renovation and office move during a pandemic.

E19: Election Madness: Finding Calm in the Storm

Featuring Rand Baughman | 26 Minutes

Erik is joined by Rand Baughman on this episode to talk through the most common question we are hearing from clients and friends: What is going to happen with the markets if [insert either candidate] wins the election? Erik and Rand take a look back at previous election cycles and explain why you shouldn’t lose any sleep over it.

Please check out our 3-part series that provides further insight on this topic:

Elections vs. the Market Part One: The Hoax of the Presidential Cycle

Elections vs. the Market Part Two: Party On!

Elections vs. the Market Part Three: Bad Timing

E20: The Topic We’ve Been Avoiding all Year

Featuring Sarah Mansbach & McCreight King | 41 Minutes

Are you worth more alive or dead?  2020 hasn’t killed us yet, but let’s talk about life insurance anyway.

McCreight & Sarah join Erik on this week’s episode to discuss the stigma around insurance planning and why people avoid it.

E21: Send 2020 out with a Bang

Featuring Emily Edwards | 25 Minutes

The clock is Tik-Tok-ing toward the end of the year! Client Engagement Specialist Emily Edwards (who happens to be our resident social media guru) joins Erik to go over the highlight reel of things to get done before the holiday season and the end of the year arrive.

E22: Stump the Coach

Featuring Garrett Hyer & Emily Edwards | 27 Minutes

Who knows the most about FVWA and the work we do?

In the first episode of 2021, Garrett & Erik put their game faces on while Emily hosts a “Stump the Coach” trivia session.  See if you can keep up!

E23: Can’t Take it with You when You Go: Estate Planning 101

Featuring Austin Taylor | 33 Minutes

Foster Victor Attorney Austin Taylor joins Erik to talk about the basics of estate planning:

  • What makes up an estate plan?
  • When do you need one and why is it important?
  • How much does it cost and how long does it take?

E24: Make Time Work for You

Featuring Rob Coleman | 26 Minutes

Erik & Rob explain how a financial planner can help you build a solid foundation for your financial future at any age. The biggest asset you have on your side is time for compound interest to work its magic; you just have to make the decision to get started.

E25: A Different Kind of March Madness: The Past Year in Review

Featuring Rand Baughman | 29 Minutes

Rand & Erik look back on the last 12 months to discuss the very unusual market activity we’ve seen and talk about what experts think the next year will hold.

Materials Referenced:

There’s always a reason to sell stocks… (Blackrock)

Guide to the Markets 1Q 2021 (JP Morgan)

E26: Crypto Craze – Is it just a phase?

Featuring Jack Neil | 36 Minutes

It’s what everyone is talking about, but how much do you know about cryptocurrency? Erik is joined by Jack Neil of Hank AI, Inc. to talk through the ins and outs of Bitcoin, Ethereum, and more. They cover how it works, why it’s so volatile, the importance of sticking to a plan and not making decisions based on emotion when it comes to investing.

Connect with Jack Neil on LinkedIn

E27: Major League Finance

Featuring Walker Zimmerman & Rob Victor | 26 Minutes

While some athletes are indulging in bottle service, Major League Soccer player Walker Zimmerman is getting prepped for baby bottles. Erik Mizell and Rob Victor sit down to talk with him about the importance of defending your own financial goals.

How to connect with us and our guests:

Instagram: @FosterVictorWealthAdvisors, @TheWalkerZim

E28: Business Cents

Featuring Ronnie Colson & Anthony Herrera | 36 Minutes

Thinking about starting a business? Erik is joined by Ronnie Colson, Senior Vice President of Ameris Bank, and Anthony Herrera, Executive Director of Furman University’s Office for Innovation and Entrepreneurship, to talk about what they’ve seen work best (and worst), from startup ideas to business planning and funding.

Connect with our guests:

Ronnie Colson: Ronnie.Colson@AmerisBank.com
Anthony Herrera: Innovation@Furman.edu

E29: Cover your Assets

Featuring Dante Russo & Bri Prosser | 34 Minutes

Many people don’t think about insurance coverage until they need it, which typically means it’s too late. Dante Russo & Bri Prosser join Erik to discuss how your home & auto insurance works for you, and why the cheapest option isn’t necessarily best.

Connect with Dante Russo: Dante@sdrins.com

E30: Working out your Finances

Featuring Katie Sanders | 26 Minutes

Since Katie Sanders and Erik Mizell are two of the only people in the Foster Victor office able to resist the candy jar, they are the perfect pair to discuss the parallels between financial and physical fitness, and how to be successful at both.

E31: Getting Real (Estate)

Featuring Barb & Carley Riggs | 39 Minutes

It’s no secret the real estate market is white hot right now. Barb and Carley Riggs join Erik to give a peek behind the curtain of what’s really going on and share tips for buying or selling a home, and what to expect if you want to become a real estate agent.

Connect with our guests:

Carley Riggs: Carleyriggs@Marchantco.com or 864-541-5291
Carley’s Instagram: @CarleyRiggsRealtor

Barb Riggs: Barbriggs@Marchantco.com or 864-423-2783

E32: Kids & Cash

Featuring Ashley Cluley & JR Schroeder | 35 Minutes

How do you get your child to pick saving for a car or college over a new toy from the store? Ashley, JR, and Erik tackle the money conversation from both sides of the coin – lessons learned to lessons taught, and everything in between.

E33: An Episode Worth its Weight in Gold

Featuring Emily Edwards & Jenny Hagadorn | 18 Minutes

What happens when Emily quizzes Jenny and Erik on some popular money idioms? Spoiler alert: We wouldn’t bet our bottom dollar on guessing the winner!

E34: Cracking the Code on Marketing

Featuring Thomas Brush | 37 Minutes

Video game developer and YouTube creator Thomas Brush stops by the podcast to teach Rob and Erik everything he knows about marketing, the power of authenticity, the impact of social media, and why he gives away his knowledge to hundreds of thousands of YouTube subscribers for free.

Connect with our guest:
YouTube or Thomas@fulltimegamedev.com

E35: Home Sweet Homework

Featuring Austin Taylor & Cam Sallé | 35 Minutes

Austin Taylor and Cam Sallé tell you what it takes to get to the closing table without drowning in paperwork and legal jargon first.

Connect with our guest:
Cam Sallé

E36: Making Sense of the Market

Featuring Jonathan McAdams | 33 Minutes

Erik and Jonathan hit on market headlines so far this year including international markets, inflation, and job numbers. What’s true, what’s speculation, and what does it all mean?

E37: Renting & Buying & Building, Oh My!

Featuring Caleb LeGrand & Morgan Coleman | 40 Minutes

We hear it often – should I rent, buy, or build? Local specialists Caleb LeGrand and Morgan Coleman join Erik to share the pros and cons of each and give some insight on what they see coming up next in the real estate market.

Connect with our guests:

Morgan Coleman: 864-313-7639 | Morgan@JHA-SouthebysRealty.com

Caleb LeGrand: 864-569-0741 | CL Team

E38: College Planning 101

Featuring Rob Coleman & Emily Butler | 32 Minutes

Emily Butler and Rob Coleman sit down to discuss how to make the most of your child’s college experience while taking the least out of your pocket.

Connect with our guest:
Emily Butler

E39: *Sleigh* Your Holiday Shopping

Featuring Kylie Felker | 16 Minutes

Whether you start shopping in March, like Kylie, or on December 21st, like Erik, we’ve got some tips for checking off gifts for everyone on your Nice list without ending up on your credit card company’s Naughty list.

E40: Talking Turkey

Featuring Shannon Dermody and Garrett Hyer | 25 Minutes

Topics to avoid at Thanksgiving: religion, politics, and money.

What we’re talking about: Money.

Here are a few tips to talk about it over the holidays and still be on good terms on New Years Day.

Submit a Topic:

Podcast Request